BD交易的爆发，催生了国内市场的创新药行情。国内创新药企业得到青睐的背后，是MNC急于补充管线的无奈与现实。实际上，相比于国内的创新药行情，进入2025年之后，一众跨国药企（MNC）的市场表现并不算好。强如辉瑞、诺和诺德、默沙东等全球头部药企，其股价近几年颓势都比较明显。尤其是“减肥药王”诺和诺德，一年多股价跌幅超过了65%。当大单品不再成为MNC核心竞争力的保证，那么市场对于企业的定价逻辑也会...
Source LinkBD交易的爆发，催生了国内市场的创新药行情。国内创新药企业得到青睐的背后，是MNC急于补充管线的无奈与现实。实际上，相比于国内的创新药行情，进入2025年之后，一众跨国药企（MNC）的市场表现并不算好。强如辉瑞、诺和诺德、默沙东等全球头部药企，其股价近几年颓势都比较明显。尤其是“减肥药王”诺和诺德，一年多股价跌幅超过了65%。当大单品不再成为MNC核心竞争力的保证，那么市场对于企业的定价逻辑也会...
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